Result of review

We’re thinking we need to add a “Review Record Form” that we would fill out and sign before submitting our proposal to the customer; this form would be used to meet ISO requirements. However, we don’t otherwise see value in retaining the document. Couldn’t we just call our signed contract the “…documented information… on the results of the review…” that ISO 9001 requires in section 8.2.3.2 and not add another form into the mix?

Answer
When reading your description I was thinking in your proposal at the end. Why not consider both the proposal and the signed contract as evidence of review? I just see one possible problem: what if the client in the RFP does not include relevant legal or implicit requirements? If that is the case your proposed form could be useful to ensure that they are considered in the proposal.

The following material will provide you information about documented information:
- Article – List of mandatory documents required by ISO 9001:2015 - https://advisera.com/9001academy/knowledgebase/list-of-mandatory-documents-required-by-iso-90012015/
- ISO 9001:2015 Internal Auditor Course - https://advisera.com/training/iso-9001-internal-auditor-course/
- Book - Managing ISO Documentation: A Plain English Guide - https://advisera.com/books/managing-iso-documentation-plain-english-guide/